HNI PCG Sales_RD

5 days ago

Mumbai, Maharashtra, India Hunarstreet Technologies Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Role Designation: HNI Sales Department: Sales: Investment Products Function: Sales Reporting to: Cluster Manager - Investment Products Location: Prabhadevi, Mumbai & Indore
Job Purpose: Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling Insurance.
Key Deliverables:
  • Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
  • To give your full involvement to support clients to maintain long-term relationship with them.
  • Daily meetings with clients

Role Requirements:
  • Educational Qualifications: Graduate
  • Experience: 3+ Years in Equity / MF
  • Domain Knowledge: Equity
  • IT Skills: MS Office

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